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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
Ares Management
Los Angeles,
California
| $622M | -$414M | -40% | 6.06% | 2.02% | 11 | 45.45% | 0.4 |
|
| 1502 |
1502
NBW Capital
Boston,
Massachusetts
| $621M | +$51M | +9% | 11.3% | 86% | 109 | 14.68% | 0.4 |
|
| 1503 |
1503
Bailard
Foster City,
California
| $620M | +$93.7M | +18% | 8.28% | 105% | 266 | 35.34% | 0.3 |
|
| 1504 |
1504
Portfolio Solutions
Royal Oak,
Michigan
| $620M | +$34.9M | +6% | 7.58% | 11.6% | 6 | 0% | 0.5 |
|
| 1505 |
1505
Goodnow Investment Group
Darien,
Connecticut
| $619M | +$4.36M | +0.7% | 8.8% | 131% | 32 | 25% | 0.4 |
|
| 1506 |
1506
Income Research & Management
Boston,
Massachusetts
| $619M | +$26.4M | +4% | 0.12% | 1.19% | 36 | 0% | 0.5 |
|
| 1507 |
1507
Arrowgrass Capital Partners
London,
United Kingdom
| $618M | -$248M | -29% | 15.8% | – | 38 | 73.68% | 0.2 |
|
| 1508 |
1508
Nantahala Capital Management
New Canaan,
Connecticut
| $617M | +$170M | +38% | 9.53% | 341% | 108 | 39.81% | 0.3 |
|
| 1509 |
RCM
1509
Regiment Capital Management
Boston,
Massachusetts
| $616M | +$154M | +33% | 30% | – | 21 | 23.81% | 0.4 |
|
| 1510 |
1510
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $616M | +$143M | +30% | 10.5% | 284% | 436 | 43.12% | 0.3 |
|
| 1511 |
1511
Grandfield & Dodd
New York
| $615M | +$54.7M | +10% | 9.8% | 70.8% | 179 | 8.94% | 0.5 |
|
| 1512 |
1512
Standard General
New York
| $615M | – | – | 57.2% | 259% | 4 | – | 0 |
|
| 1513 |
1513
Hollencrest Capital Management
Newport Beach,
California
| $613M | – | – | 7.63% | 85.6% | 374 | – | 0 |
|
| 1514 |
BIM
1514
BRC Investment Management
Greenwood Village,
Colorado
| $613M | -$46.3M | -7% | 13.3% | 114% | 191 | 59.16% | 0.2 |
|
| 1515 |
1515
Glovista Investments
Jersey City,
New Jersey
| $612M | +$52.8M | +9% | 2.4% | 2.48% | 96 | 42.71% | 0.3 |
|
| 1516 |
SFP
1516
Santa Fe Partners
Santa Fe,
New Mexico
| $610M | +$87.2M | +17% | 7.11% | – | 660 | 62.88% | 0.2 |
|
| 1517 |
1517
Consonance Capital Management
New York
| $610M | +$210M | +53% | 23.9% | 314% | 32 | 34.38% | 0.3 |
|
| 1518 |
1518
Pacific Global Investment Management
Glendale,
California
| $610M | +$94.9M | +18% | 15% | 48% | 229 | 7.42% | 0.5 |
|
| 1519 |
1519
QCI Asset Management
Pittsford,
New York
| $610M | +$53.6M | +10% | 10.3% | 53.4% | 611 | 13.42% | 0.4 |
|
| 1520 |
1520
Longfellow Investment Management
Boston,
Massachusetts
| $608M | -$21.9M | -3% | 14.6% | 45.9% | 111 | 72.97% | 0.2 |
|
| 1521 |
CWA
1521
Convergent Wealth Advisors
Potomac,
Maryland
| $608M | +$96.3M | +19% | 4.04% | – | 40 | 27.5% | 0.4 |
|
| 1522 |
1522
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
| $607M | +$67.6M | +13% | 10.3% | 54.1% | 148 | 18.24% | 0.4 |
|
| 1523 |
1523
Pine Brook Road Advisors
Bedford,
New York
| $607M | – | – | 19.7% | – | 2 | – | 0 |
|
| 1524 |
IMOV
1524
Investment Management of Virginia
Richmond,
Virginia
| $606M | +$84.9M | +16% | 19.3% | 93.4% | 161 | 5.59% | 0.5 |
|
| 1525 |
1525
WMS Partners
Towson,
Maryland
| $606M | +$82.9M | +16% | 8.9% | 10.8% | 244 | 22.95% | 0.4 |
|